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Concurrent Investment Advisors’s RB Global RBA Stock Holding History

Concurrent Investment Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
10,880
+3,000
+38% +$316K 0.01% 904
2026
Q1 		$755K Sell
7,880
-474
-6% -$50.2K 0.01% 1011
2025
Q4 		$859K Buy
+8,354
New +$849K 0.01% 903

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Concurrent Investment Advisors's RBA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its RB Global (RBA) stake by 38% in Q2 2026, buying an estimated $316K and bringing the position to 10,880 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #904.

Concurrent Investment Advisors first reported a position in RBA in Q4 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Concurrent Investment Advisors held 10,880 shares of RB Global worth $1.27M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,000 RB Global shares in Q2 2026, an estimated $316K.
  • RB Global made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #904 holding.
  • Concurrent Investment Advisors first reported a position in RB Global in Q4 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.